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Protecting your partner/family against the financial consequences of death or critical illness is one of the most important financial decisions you will make. Sadly, many people neglect to do this until it is too late.

There are many types of protection products on the market place and it's hard to know which one to choose. The cheapest is absolutely not the best option in this instance.

To protect your family, many things need to be considered, including:

  • Single or joint life policy?

  • How much protection is needed?

  • How many years do I need the cover for?

  • Is the plan to cover an outstanding mortgage?

  • Do I need level term insurance of decreasing term?

  • Can I afford to be protected against critical illness as well as death?

  • Do I need lump sum or regular income protection?

Contact us to arrange a free meeting to discuss all of the options available to you and which protection  solution best suits your circumstances and goals.



Prism Independent Financial Management is registered in England & Wales No. 5294999
Registered Office 46 High Street, Haverfordwest, Pembrokeshire, SA61 2DA
Authorised & Regulated By
The Financial Conduct Authority

Financial Advice Haverfordwest - IFA Haverfordwest - Financial Adviser Haverfordwest - Pensions Haverfordwest